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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

747 hedge funds and large institutions have $7.93B invested in Schwab U.S Small- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 257 increasing their positions, 257 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+111
Holders Change %
+17.45%
% of All Funds
13.25%
Holding in Top 10
75
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+44.23%
% of All Funds
1.33%
New
144
Increased
257
Reduced
257
Closed
21
Calls
$966K
Puts
$675K
Net Calls
+$291K
Net Calls Change
+$615K

Top Buyers

1
TI
Tidal Investments
Wisconsin
+$75.2M
2
FMP
Financial Management Professionals
Texas
+$38.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$28.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.9M
5
KAS
Kestra Advisory Services
Texas
+$15.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$34.1M
2
Charles Schwab
Charles Schwab
California
-$14.7M
3
FMT
First Mercantile Trust
Tennessee
-$12.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$10.6M
5
KBFS
Kohmann Bosshard Financial Services
Ohio
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
601
Kozak & Associates
Colorado
$206K +$206K +8,304 New
Millennium Management
602
Millennium Management
New York
$205K -$215K -9,680 -51%
RIS
603
Retirement Income Solutions
Michigan
$205K +$205K +9,196 New
DADC
604
D.A. Davidson & Co
Montana
$203K +$203K +9,144 New
OPA
605
Old Port Advisors
Maine
$203K +$203K +9,260 New
Rockefeller Capital Management
606
Rockefeller Capital Management
New York
$195K +$2.05K +92 +1%
BFC
607
Bedel Financial Consulting
Indiana
$189K – – –
BWA
608
BDO Wealth Advisors
Florida
$174K – – –
TFS
609
TrustCore Financial Services
Tennessee
$172K -$25.4K -1,140 -13%
PFP
610
Pinnacle Financial Partners
Tennessee
$165K – – –
ICM
611
Islay Capital Management
Texas
$164K +$20K +900 +14%
GWM
612
Geneos Wealth Management
Colorado
$163K +$70.3K +2,908 +76%
RG
613
Retirement Group
California
$162K +$43.4K +2,276 +37%
RPCA
614
Running Point Capital Advisors
California
$159K +$159K +7,136 New
RF
615
Robbins Farley
New Hampshire
$157K +$157K +7,072 New
SSB
616
Sandy Spring Bank
Maryland
$155K – – –
HR
617
Howe & Rusling
New York
$149K +$71K +3,184 +91%
NSIM
618
North Star Investment Management
Illinois
$149K +$149K +6,676 New
D
619
Diversified
Delaware
$143K +$143K +6,192 New
ACA
620
Aptus Capital Advisors
Alabama
$140K -$57K -2,568 -29%
William Blair & Company
621
William Blair & Company
Illinois
$124K -$177K -7,964 -59%
CWC
622
Carolinas Wealth Consulting
North Carolina
$119K – – –
CDIA
623
Capital Directions Investment Advisors
Georgia
$117K – – –
Carson Wealth (CWM LLC)
624
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
SBSB
625
Sullivan, Bruyette, Speros & Blaney
Virginia
$107K +$107K +4,808 New
23 24
25
26 27